As India’s earnings season gets underway, banks are emerging as the standout performers, with analysts and investors expressing optimism about the sector’s near-term prospects. Ashwini Agarwal, Founder, Demeter Advisors in an interview to ET Now emphasized that the sector continues to offer value. “Banks and financials as a space looks quite interesting because valuations are … Read more
“In the short term, we’re also facing challenges because the earnings season has been quite weak, and there’s a massive supply of paper coming through the IPO market. So we’re looking at multiple headwinds affecting the market right now,” says Ashwini Agarwal, Founder, Demeter Advisors. I recall when we were speaking in June, you had … Read more
“Hopefully, a capex-led recovery that is what we are all hoping to see. So, there is nothing to complain about. Hopefully, the Middle East disturbance also simmers down. We will see how that unfolds because it seems, we have to take each day as it comes. But in the domestic context, barring the valuations which … Read more
Ashwini Agarwal, Founder, Demeter Advisors, says the market is kind of ignoring the elections which is always a very dangerous thing to do. You may be right that the market is kind of discounting a good outcome for the BJP and that may or may not happen. So, yes, that is an issue. But, having … Read more